Tax Planning Isn’t Just for April with John Bellenfant

14/08/2025 32 min

Listen "Tax Planning Isn’t Just for April with John Bellenfant"

Episode Synopsis

The team kicks off a new series featuring guests from across the Nashville community, starting with John Bellenfant, Managing Partner at Bellenfant, PLLC—a boutique CPA firm based in Nashville. John leads the firm’s audit and tax engagements while driving strategic growth and client service. Under his leadership, Bellenfant, PLLC has been named to Inc. Magazine’s Inc. 5000 list as one of the fastest-growing private companies in the U.S.—earning recognition as the fastest-growing CPA firm in Tennessee and among the top nationwide.In this episode, David, Carson, and Myles talk with John about the benefits of proactive planning with an accountant, industry crossovers, and practical tax insights, including:- Common tax mistakes and how to avoid them- The best time to start planning conversations with your accountant- Opportunities and considerations tied to the 2026 tax changes and the BBB- Frequently missed deductions that could save clients money- The value of having your tax accountant and financial advisor working in sync